Wednesday, October 22, 2014

Understanding new features in v6.0

GLOBAL HELP LIST for Ledger and other Masters

You can activate or deactivate the Global Help List feature using the "Settings" button in UDIMagic. By default, it is active.

The "Global Help List" is useful in entering Ledgers; Stockitem-names in Excel or Word. It provides  a Help-list directly in MS-Excel or Word by simply pressing ~ (tilde key).

Using the Global Help List
Step 1 : Start UDIMagic v6.0
Step 2 : Start MS-Excel or Word
Step 3 : Press ~    (i.e. tilde key without shift)

This will bring forth the UDIMagic screen with Ledger Masters for the currently selected Company in Tally as shown below :-



Step 4 : Type-in the Ledger Name and press enter-key to return to MS-Excel.

Notes:
You can click the Plus (+) button  next to the text-box to select any other Master or type in any SQL SELECT Statement.

Example of SQL SELECT statements
a) To get list of Cost Centre Masters (ensure that you type COSTCENTRES and not COSTCENTRE)
SELECT $NAME FROM COSTCENTRES

b) To get list of Cost Categories
SELECT $NAME FROM COSTCATEGORY

c) To get list of Ledger Names and Aliases
SELECT $NAME,$$ALIAS FROM LEDGER

d) To get list of Ledgers under group Sundry Debtors and its sub-groups
SELECT $NAME FROM LEDGER WHERE $$ISBELONGSTO:$GROUPSUNDRYDEBTORS

e) To get list of Ledgers under group Sundry Debtors only
SELECT $NAME FROM LEDGER WHERE $PARENT=$GROUPSUNDRYDEBTORS

f) To get StockItem Names
SELECT $NAME FROM STOCKITEM

g) To get StockItem Name and Part Number
 SELECT $NAME,$MAILINGNAME FROM STOCKITEM

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